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Original title: Review: A Shares Welcome a Good Start! The Shanghai Stock Exchange Index rose nearly 1% to 3,500 points, the ChiNext Index increased nearly 4%, and the turnover of the two markets exceeded one trillion.
On the first trading day of 2021, A shares ushered in a “good start”. The stock indices of the two cities rose strongly during the session.Shanghai indexIntraday rose more than 1% to above 3,500 points, and the Shenzhen component index rose more than 2.5%.Market Business Growth IndexRising more than 4%, earnings for the three major stock indices fell slightly towards the end. Most sectors in the two cities were strong and sectors such as military industry, agriculture, and winemaking increased strongly.insurance、Bank, The real estate sector and other sectors are weak. Two citiesAgreementThe amount was once again over the trillion mark, but there was a small net outflow of funds to the north.
At the close, the Shanghai Composite Index rose 0.86% to 3,500.96 points, while the Shenzhen Component Index rose 2.47%.To start a businessThe board’s index rose 3.77%. The total turnover of the two cities was 1,164.4 billion yuan, and the net capital outflow to the north was 542 million yuan.
On the diskMilitary sectorStrong trend,Shanghai Hanxun、AVIC Electromechanical、Guangqi TechnologyWait for the daily limit of more than 10 shares;Tesla, Pig concept, lithium battery, etc.topicActive performance; the brewing, non-ferrous metals, automobiles, steel, chemical, energy and other industries are all strong.insurance、BankHospitality, real estate and other sectors bucked the trend and weakened.
China Merchants ValuesHe said that coming into January 2021,China Merchants ValuesExpectedmarketIt will continue to maintain an upward trend,The Shanghai Composite IndexWill keep going higherSSE 50The index will continue to hit new highs, the main reason being that the first quarter of 2021 will usher in its highest in nearly 10 years.PerformanceThe growth rate, the quarterly report is expected; the central bank will continue to invest heavily in liquidity in December; at the beginning of the year, due to the obvious effect of making money,Capital to the northNumerous meetings at the beginning of the yearAdd warehouseA shares, A shares will usher in a more obvious wave of incremental funds. Historically speaking, the current high growth year, JanuaryinvestmentPeople are more likely to opt for reverse thinking. Industries that underperformed the year before last year may fight back and market styles may change.
Industrial valuesAt the start of the new year, macro liquidity is believed to have improved significantly compared to the previous period, and equity market liquidity remains optimistic in the context of the ‘quartet’ of the equity era. Traditionally, January and februaryMarket economyThe period of lack of data, the “14th five-year plan” and the convening of the “two sessions” in various regions and other policies fall sharply,Market liquidityAnd the risk appetite stage is significantly better than in the previous period. The fundamentals of the national economy have continued to recover and are resilient,manufacturinginvestment,SMEs、industrycompanyprofitThis high-frequency data also supports the continued recovery of corporate earnings. Overall, driven by multiple positives, it is optimistic that the recovery market will continue to play, with the index expected to break above 3,500 points.
From the industry allocation perspective, the first-line establishment and growth performance is the best direction of the asset allocation portfolio in January, and the growth phase is expected to become the main direction of capital market. 1) From the perspectives of market sentiment, liquidity, policy catalysis and fundamental improvement, the growth direction is expected to become the main market direction. Such as military industry (aviation, aerospace), machinery, new energy vehicle chains, etc. Second, in the direction of computers (cloud), communications (optical modules), games, etc., the economy is improving. 2) Fundamentals continue to improve and the short-term rise may be large, reflecting expectations, but from a medium-term perspective, the overall trend of cyclical recovery + improvement in the service industry remains unchanged. Can focus on: chemical industry (large refining, MDI, pesticides, titanium dioxide, fiberglass), non-ferrous (industrial metal), service industry (performance, hotel,tax free, Aviation and shipping, finance).
(Source: Securities Times Net)
(Editor-in-charge: younannan)
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